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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Advanced Features

Apart from running, creating, editing, or downloading reports, you can perform other actions when working with reports, as detailed next.

Sharing Reports

Any reports that you create are available to you. If you want to share your custom report with a user who has a lower-privilege role, select the report from the main Reports interface, and select Share from the ellipsis (see Figure 11.43).

Image

FIGURE 11.43 Sharing reports.

From this interface, you can give the following permissions to users:

Image Read—Enables the user to run the report. ...

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